Five Mistakes Successor Trustees Make (and How to Prevent Them)
When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will…
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Knowledge is Power
Estate Planning: 3 Reasons We Run the Other Way
It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root…
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You Inherited a Retirement Account: Now What?
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts.…
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My Loved One Has Died: As an Heir or Beneficiary, Do I Need an Attorney?
You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness,…
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The Importance of a Successor Trustee
An estate plan that includes a revocable living trust is an excellent way to protect yourself and your loved ones…
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A Tale of Two Celebrities: Chadwick Boseman and Eddie Van Halen
The death of an iconic figure can sometimes impact us deeply because it reminds us of our shared humanity. With…
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Revocable Trust vs. Irrevocable Trust: Which Is Best for You?
A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and…
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How to Own Your Real Estate
Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a…
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Can an Estate Plan Include a Right of First Refusal on Certain Property?
Estate planning attorneys are occasionally asked by clients whether an estate plan can include a right of first refusal (ROFR)…
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